IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206K
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,514
New
Increased
Reduced
Closed

Top Buys

1
+$3.29K
2
+$2.79K
3
+$2.63K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.48K
5
TCP
TC Pipelines LP
TCP
+$1.72K

Top Sells

1
+$170K
2
+$86K
3
+$61K
4
TRGP icon
Targa Resources
TRGP
+$52K
5
SWC
Stillwater Mining Co
SWC
+$42K

Sector Composition

1 Technology 9.45%
2 Industrials 8.74%
3 Financials 7.99%
4 Healthcare 7.18%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1 ﹤0.01%
1,614
+300
1352
$1 ﹤0.01%
16,065
+306
1353
$1 ﹤0.01%
495
1354
$1 ﹤0.01%
3,094
+588
1355
$1 ﹤0.01%
1,288
+609
1356
$1 ﹤0.01%
588
1357
$1 ﹤0.01%
887
-9
1358
$1 ﹤0.01%
35
1359
$1 ﹤0.01%
59
+1
1360
$1 ﹤0.01%
5,630
+3,987
1361
$1 ﹤0.01%
4,510
+5
1362
$1 ﹤0.01%
144
1363
$1 ﹤0.01%
7,940
+5,768
1364
$1 ﹤0.01%
780
1365
$1 ﹤0.01%
1,782
+6
1366
$1 ﹤0.01%
1,822
+1,222
1367
$1 ﹤0.01%
81
+70
1368
$1 ﹤0.01%
2,620
-92
1369
$1 ﹤0.01%
2,952
+2,559
1370
$1 ﹤0.01%
63
+31
1371
$1 ﹤0.01%
+551
1372
$1 ﹤0.01%
170
+4
1373
$1 ﹤0.01%
14
1374
$1 ﹤0.01%
+150
1375
$1 ﹤0.01%
+6,228
53 54
55
56 57